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Home > Retirement Planners > south carolina > charleston > VICTORIA CAPITAL MANAGEMENT, INC.
VICTORIA CAPITAL MANAGEMENT, INC.
109 East Bay Street
#1e
Charleston, South Carolina 29401
Tel: 843-342-3044
About VICTORIA CAPITAL MANAGEMENT, INC.
VICTORIA CAPITAL MANAGEMENT, INC, formally registered with the SEC as VICTORIA CAPITAL MANAGEMENT, INC. The firm was established in 03/07/2018. They have over 1 offices throughout the country.
VICTORIA CAPITAL MANAGEMENT, INC. is a Charleston, South Carolina based Financial Planning firm with nearly $264,922,179 assets under management, offering retirement planning & investment advisory services to 135 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107665 |
| SEC# | 801-112588 |
| Assets Managed by Firm | $264,922,179 |
| No. of Clients | 135 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 135 | $264,922,179 |
| Individuals (other than high net worth individuals) | 22 | $6,146,233 |
| High net worth individuals | 22 | $36,537,647 |
| Pension and profit sharing plans | 4 | $10,555,023 |
| Charitable organizations | 1 | $2,770,025 |
| Other investment advisers | 10 | $208,913,251 |
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